Overview ( as on 15/04/24 )

NAV
₹35.48
Last change
₹-0.05 -0.0%
Fund Size (AUM)
40.33 Cr
Performance
14.52% (5Y)

Fund Details

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HSBC Managed Solu Ind Gr Reg Gr
as of 15/04/24
AUM

40.33 Cr

Expense Ratio

1.94 %

Benchmark

S&P BSE 200 India TR INR

ISIN

INF336L01IA9

Fund Manager

Gautam Bhupal

Exit Load

1.0% if redeemed within 0-1 years

0% if redeemed after 1 years


Fund Performance 1Y 3Y 5Y
HSBC Managed Solu Ind Gr Reg Gr 30.3% 16.3% 14.52%
S&P BSE 200 India TR INR - - -

Top 10 Holdings

HSBC Large Cap Dir Gr

58.25%

HSBC Small Cap Fund Dir Gr

20.01%

HSBC Medium to Long Duration Dir Gr

8.1%

HSBC Short Duration Dir Gr

7.27%

HSBC Dynamic Bond Dir Gr

3.81%

Sector Allocation

Financial

24.67%

Industrials

14.23%

Basic Materials

9.76%

Energy

9.55%

Consumer Cyclical

9.54%

Technology

9.51%

Healthcare

7.72%

Real Estate

6.39%

Consumer Defensive

4.65%

Utilities Services

2.0%

Asset Allocation

  • 76%

    Equity
  • 18%

    Debt
  • 6%

    Others

Risk and Return Category

Risk v/s Category

  • Low
  • Below Average
  • Average
  • Above Average
  • High

Return v/s Category

  • Low
  • Below Average
  • Average
  • Above Average
  • High

Related Funds

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Minimum SIP
1000
Minimum Lumpsum
5000
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